Wealthspire Advisors (New York)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Buy	14,361 +2,508	+21%	+$1.68M	0.06%	172
2026 Q1	$7.31M	Buy	11,853 +31	+0.3%	+$19.6K	0.06%	134
2025 Q4	$7.13M	Sell	11,822 -3,071	-21%	-$1.84M	0.06%	134
2025 Q3	$8.88M	Sell	14,893 -435	-3%	-$255K	0.05%	124
2025 Q2	$8.68M	Sell	15,328 -1,441	-9%	-$773K	0.05%	131
2025 Q1	$8.95M	Buy	16,769 +934	+6%	+$530K	0.05%	122
2024 Q4	$9.02M	Buy	15,835 +829	+6%	+$486K	0.09%	110
2024 Q3	$8.55M	Buy	15,006 +3,326	+28%	+$1.83M	0.09%	115
2024 Q2	$6.25M	Sell	11,680 -643	-5%	-$346K	0.08%	101
2024 Q1	$6.86M	Sell	12,323 -260	-2%	-$135K	0.09%	98
2023 Q4	$6.38M	Sell	12,583 -151	-1%	-$70.1K	0.09%	103
2023 Q3	$5.82M	Sell	12,734 -215	-2%	-$103K	0.1%	99
2023 Q2	$6.2M	Sell	12,949 -656	-5%	-$299K	0.1%	90
2023 Q1	$6.24M	Buy	13,605 +2,346	+21%	+$1.09M	0.11%	86
2022 Q4	$4.99M	Sell	11,259 -1,847	-14%	-$817K	0.09%	99
2022 Q3	$5.26M	Buy	13,106 +441	+3%	+$195K	0.11%	88
2022 Q2	$5.24M	Buy	12,665 +3,663	+41%	+$1.65M	0.11%	84
2022 Q1	$4.42M	Sell	9,002 -2,391	-21%	-$1.16M	0.1%	81
2021 Q4	$5.9M	Sell	11,393 -3,008	-21%	-$1.53M	0.13%	76
2021 Q3	$6.92M	Buy	14,401 +3,881	+37%	+$1.91M	0.14%	74
2021 Q2	$5.17M	Buy	10,520 +101	+1%	+$49.8K	0.14%	68
2021 Q1	$4.96M	Buy	10,419 +1,317	+14%	+$600K	0.12%	89
2020 Q4	$3.82M	Buy	9,102 +7,084	+351%	+$2.73M	0.11%	87
2020 Q3	$684K	Sell	2,018 -80	-4%	-$27.3K	0.04%	154
2020 Q2	$681K	Sell	2,098 -9,532	-82%	-$2.89M	0.05%	131
2020 Q1	$3.06M	Buy	11,630 +9,532	+454%	+$3.23M	0.13%	90
2019 Q4	$788K	Buy	2,098 +154	+8%	+$55.7K	0.06%	77
2019 Q3	$685K	Buy	1,944 +300	+18%	+$105K	0.06%	65
2019 Q2	$583K	Hold	1,644	–	–	0.05%	47
2019 Q1	$568K	Hold	1,644	–	–	0.05%	30
2018 Q4	$498K	Buy	+1,644	New	+$547K	0.05%	35

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q2 2026, buying an estimated $1.68M and bringing the position to 14,361 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #172.

Wealthspire Advisors (New York) first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Wealthspire Advisors (New York) held 14,361 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.1M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,508 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.68M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #172 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.